kristianc

6 ms·

1.
by kristianc 6d ago
That’s the bargain Dropbox made when it took VC and then went public. Public markets don’t price a company purely on today’s cash flow, they price the expected stream of future cash flows. If growth stalls and the attempts to create new gro
2.
by kristianc 6d ago
Dropbox will be one of the next Bending Spoons acquisitions. Low growth, none of the upsell or product extension things they've done have really worked out, and no-one's idea of what the future looks like.
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by kristianc 8d ago
For me it's a trust gap. Because I know the website UI has been automatically generated, I can't be sure of how much of the product is actually real, or how closely the claims on the page have been audited.
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by kristianc 8d ago
Whose strategy is explicitly to hold good stocks for a very long time.
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by kristianc 19d ago
It's interesting as grill-me and the other Matt skills are very much positioned to people who would consider themselves as developers. In fact, I'm not sure if people who were completely new to development would have heard of him
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by kristianc 20d ago
Ed West’s longstanding intellectual project is fairly conventional reactionary/retvrn/conservative pessimism, and he has no particular technology background of all to speak of. The argument is basically here is what happened to ci
7.
by kristianc 25d ago
To me it has a writerly New Yorker vibe to it, as in the magazine which reads as “polished” and probably performs well in RL but is totally exhausting to read in long sessions and completely inappropriate for coding where precision is param
8.
by kristianc 1mo ago
Reading between the lines, you kind of get the picture... 2006 A spectacular turnaround sees a 10% sales decline turned into growth of 20% year-on-year by March 2006, making Iceland the UK’s fastest-growing food retailer. 2005 The Big Food
9.
by kristianc 1mo ago
Score-settling by the ousted (and then returning) CEO Malcolm Walker. After Iceland merged with Booker in 2000, Walker was pushed out and a new management team led by Bill Grimsey took over. Sales declined, head office staff ballooned and t
10.
by kristianc 1mo ago
As a buddy in construction used to say, concrete erasers are expensive.
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by kristianc 2mo ago
Sure, but I'm sure China isn't keen for people to get the idea that there's a playbook for every ambitious Chinese founder on how to move Chinese-developed IP and talent outside Beijing’s control.
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by kristianc 2mo ago
Almost certainly Chinese national-security and technology-transfer restrictions around strategic AI tech. China’s NDRC formally prohibited the acquisition and ordered the transaction unwound.
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by kristianc 2mo ago
I suspect the issue there was Claude, especially Opus 5, which just hates the idea that it could ever be wrong about anything.
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by kristianc 2mo ago
It feels like I might need 130 million years to watch the whole thing play out
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by kristianc 2mo ago
“Eventually I realised restaurants are about diners, not knives.”
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by kristianc 2mo ago
You can still create enormous value modelling things that are well understood, and even boring. Most LOB SaaS wasn't created from deep Google-level engineering, it was taken in modelling an ugly workflow in CRUD and creating customer r
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by kristianc 2mo ago
Most democratic socialist societies are capitalist, capitalism just remains politically subordinate rather than able to govern society unchecked.
18.
by kristianc 2mo ago
He had the good fortune to cut just as AI was beginning to mean you needed fewer software engineers for the same level of output. And yes, software companies across the industry had accumulated in many instances people whose business was no
19.
by kristianc 2mo ago
>> It opens a pull request >> Then keeps iterating as review comments land, in the same thread, with the same context. My experience, particularly with Sol is that agents are generally really bad at knowing when to stop 'it
20.
by kristianc 2mo ago
Stack Overflow conveniently defining the problem in a way that makes SO the answer. The irony is that the kind of code review that LLMs make possible would never have been doable on SO lest you be accused of trying to 'outsource the wo
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by kristianc 2mo ago
Would it be uncharitable to say we are reinventing all of the awful single pane of glass / enterprise orchestration platforms of the 2010s but making them 'fun'?
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by kristianc 2mo ago
Quietly eh?
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by kristianc 3mo ago
To me, the "who manages the agents" shtick has the same grifty smell as “your developers are downloading from random Docker registries / random NPM packages” and "Shadow IT". None of it is wrong exactly, but it feel
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by kristianc 3mo ago
Between 2002 and 2013, Hartlepool in North East England elected a local football mascot known as H'Angus the Monkey as their mayor, winning three elections. I think he did ditch the monkey costume between elections, maybe Binface could
25.
by kristianc 3mo ago
> I just installed this. I am very confused. I no longer have a Codex app on my computer. ChatGPT is now Codex. I ... hope we have an option for opting out of this? Otherwise I'm back on T3 Code.
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by kristianc 3mo ago
They've discovered it's a good marketing strategy. Whenever there's an outage, or a new launch, there's often a reset with it, which helps keep people engaged with OAI / Tibo and reduces churn. They've also int
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by kristianc 3mo ago
Yes that's what I meant, the per token cost is higher but as you say the efficiency levels it out / works slightly in Codex's favour.
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by kristianc 3mo ago
You can however for now use wrappers which are not harnesses such as T3Code though. They were going to cut under the Programmatic API, but have at least temporarily walked it back.
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by kristianc 3mo ago
Codex has been good for a long time, more expensive but very focused on efficiency. Working with it feels faster and more to the point than Opus models and I trust it more with long-running jobs. Also regular resets vs being at the whim of
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by kristianc 3mo ago
> too often CEOs adopt designers like a pet I've even seen a version where the designer is the CEO's daughter, which is the worst possible version of this pattern.

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